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to 92 versus the u.s. dollar. of course, the road map here starts with the all-important jobs report. and the dow nearing 14,000. the u.s. adding 157,000 jobs in january with the unemployment rate ticking up to 7.9%, despite the partisan nonpayroll jobs. a large part of the jobs coming in the final months of the year. >> we want to take a closer look at what the jobs number says about the economy and mashlgs. art is here. happy friday t. is a happy friday to some degree, joe. your take not just on the month, but on some of these revisions, three-month average now, over 200 k. >> 200 k, in january, three-month moving average. december is also 200,000, 201,000 moving average. i wouldn't say this is a boom, but the economy looks a lot better after the fact. it tells me two things, number one, this momentum will carry into the new year. because with better data, we know the economy was a lot healthier. we also know that people have more income and they're probably going to be able to withstand this tax hike on the payroll side better than we thought. and people should start revising thei
food chains, particularly u.s. fast food chains because it is perceived they have higher quality food than local brands. so when that higher quality food that that reputation goes away, it's going to be very hard to win the consumers back. >> if you're buying the stock, which i'm ng, you're betting on novak. novak's a survivor. novak is a fellow -- he had a very similar address that i did at one point the. he lived in his car. this guy is a comeback kid. he can't come back in the -- >> the one thing i will say is the head of yum in china, sam su, is regarded as the godfather of fast food in china. he is the one who really made yum its presence, bigger than mcdonald's on the ground in china. born and raised in china, went to school here in the united states. maybe he has sort of a better sense of how to get back into the chinese market. it's going to be a big challenge. >> he's kitchen sinking, i think. one of the things that is the devil yum for the last 15 points, is that they can't get their arms around how bad it is. >> yeah. >> it's real bad. now they're saying it's real bad. mayb
from the new york stock exchange. let's see how your friday session is setting up on the u.s. futures. it looks like we'll have a positive session with the s&p looking at 2 at the open, dow looking at 13. in europe, the eu summit continues. but the action really taking its cues from china this morning. we have green arrows across the board in europe. take a look at asia. strong eco data out of china in focus. much more on that in just a moment. the road map begins at the golden arches. not even the cheddar onion burgers could help mcdonald's. they missed estimates in every region. asia was down a whopping 9.5%. >> exports boomed 25%, inflation cooled, but met expectations, capping off a two-week winning streak for stocks. >> a blowout quarter, users increase continued in momentum. >> the storm could be one for the record books. forecast calling for as much as 2 1/2 feet of snow in some parts of the northeast. already more than 3,700 flights have been canceled. we'll get more from the weather channel on the path of nemo. >>> mcdonald's down 1.9 in january. middle east and africa, europ
're seeing red arrows on the board. most notably the euro hitting a one-week low against the u.s. dollar. in asia, china up eighth straight session. nikkei highest level since september of 2008. disney set to open at record highs. strength in media networks. word that it's planning films based on "star wars" characters. >>> zynga, revenues continue to fall and the social gaming company said 2013 would be profitable. >>> company seeing momentum in america's improvement in europe and big margin gains for 2013 for ralph lauren. >>> the post office could be eliminating or cutting back deliveries on saturday. we'll explain. they carry the official announcement at 10:00 a.m. this morning. >>> we start with disney. shares rising pre-market, set to open at all-time highs at fiscal fourth quarter profits beat the markets. growing attendance at the theme parks. real news came during bob iger's interview with our own julia boorstin. >> in fact, we are working on a few stand-alone films. larry kazden and simon ginberg are working on films derived on "star wars" characters that are not part of the ov
, art, certainly we have a lot of deals going on. the biggest month for u.s. deals since june 2008. it's the gdps around the world putting a wrempbl into futures this morning. >> particularly in europe, shares of gdp reports knocked europe for a tailspin here. not too much valentine's day cheer showing up. so far beginning to look like the dow has given up rallying for lent. let's hope that doesn't continue. >> lent is a long time so let's hope not. in terms of the g-20, it's sort of a photo-op and that's it. is it much more important this time around as there's so many statements regarding currency manipulation being bandied about, having an impact on currency market and equity markets. >> you're absolutely correct. it went from g 7 comments to possibly right on the main table. g-20 meeting. the thrust is the end. how do we keep this orderly and prevent an outright currency war from breaking out. we've got a lot of american message fund players going along. half the world appears to be short the end believing this is going on. >> a longtime strategy to a certain extent, worries about
. some of them are interesting. high volatility u.s. large caps and micro cap stocks. it would seem you're increasing the beta place. when you say u.s. large cap volatile stocks, what do you mean by that? >> well, we believe that there's an evolution in the asset classes that investors are going to be tapping into in the next decade. you know, if you look back over the last 20 years, people spent a lot of time arguing, what was the value stock, what was a growth stock. and a lot of times it was in the eye of the beholder. volatility is a much more objective mesh yasure of what a stock is. you can do very good long term, 80 and 90-year analysis of what this asset class means. and right now, we show high volatility stocks have been beaten down very, very much in the rally, relative to low volatility, sort of bond proxy stocks. that suggests to us that they're one of the best opportunities in the market, as we stabilize, as the fed keeps pushing in liquidity. i think you're going to see a return to those kinds of beaten-down names. >> you know, michael, one of the big talkers of the mornin
on the street. >> welcome, live from the new york stock exchange. jim cramer is off today. the u.s. session here, we just had empire state manufacturing crossing, turning positive for the first time since july. we see futures hugging the flat line pretty much. the s&p with a bias towards the green. in europe, the d-20 meeting is underway in moscow. your mixed bag as we have spain in the negative. japan's nikkei, that's one that's notable, dropping as yen strengthen for the fourth straight session. hang seng is wup and kospi is flat. >> our road map begins with a valentine that carl ichichan. it's the latest sell in the battle of the billionaires as the shorts feel the squeeze. >> apple emerges as the battleground stock with the likes of einhorn and tsiros and low, getting out. >> they are off the boat. passengers on the carnival triumph finally disembarked in mobile, alabama, but the trouble may be far from over which facing the public airing from passengers, pictures and potential lawsuits. >> and many hedge fund managers seem to be abandoning the precious metal. let's start with herbal life. t
, back to you. >> thank you very much, simon hobbs. let's see how this is all going to impact the u.s. session here. we have the head of u.s. equity and quantitative strategy with bank of america, merrill lynch. nice to see you. >> nice to see you, too. thank you for having me on. >> we've been able to put europe on the back burner, but right now it might bring back bad memory for investors that this is exactly what derailed us a year ago. >> it's eerily similar. you know, i think, though, that the big surprise for the u.s. equity market is that we might not see a pullback. i feel like everyone's expecting one. and we might not actually see one. for a bunch of reasons. i mean, last year, i think one thing that was a little bit different was that sentiment was not as negative as it was at this point, where we are today. if you look at wall street strategists, equity allocation is still sub 50%. you've still got a lot of strategists with price targets below where the market is today. i feel like a lot of investors have regarded this rally that we've seen so far as, you know, too far, to
secretary nominee jack lew heading to capitol hill. let's check on where we stand in terms of u.s. futures. it looks like we'll be building off of multi-year highs here in the u.s. the picture in europe, again, the sort of anti-race to the base movement going on. the euro is moving higher this morning. we see green arrows across the board. overnight in asia, japan's nikkei down by about a percent here. on heavy volume. the yen gaining there. our road map starts in washington, d.c. the president unveiling an ambitious agenda. he also called for billions to rebuild the nation's infrastructure. >> the dow is back above 14,000. only 1% away from an all-time interday high. the s&p also near its highest levels since november of 2007. what could help markets today? better than expected earnings from deere and gains by general electric and comcast. >> those big gains because of a big deal. comcast agreeing to buy general electric's stakes. in the mean time, let's send it down to carl in d.c. >> a big night here last night. the president addressing the nation in the first state of the union during
. in mexico, there's a walmart and you always remember the global reach. but it is still very much a u.s.-based company. we are exporting a lot of gasoline to other countries because, like the mismatch of where the oil is versus the refiners are, there's a tremendous mismatch of where the refiners are versus where both coasts we need refined products. so it is a degree of art fishlty. it's funny because it comes at a time when people are thinking about the keystone pipeline. these are different issues. and the keystone pop line obviously brings oil, not refined product. but when you see all that refined product going overseas that we make, there should be a bit of outrage. you don't know who who to direct it to. the president right now is not a friend of fossil fuels. >> today in the journal, arguing that he might say yes to keystone. so that trend could change. but on the consumer, january numbers for retailers in general were pretty good, shortened month, though. >> many people don't get their paychecks until the end of the month. maybe walmart internal e-mail, you know, that certainly
or get out of u.s. stocks, are they going to regret making that call at this point? >> i think those days are kind of over. we're not going to nationalize the banking system. the center will hold. this is not 1933, '34, where fdr comes in and he's worried about the left, he's worried about the right. we did have that feeling in 2008, 2009. those days of 100% cash, that's for traders, it's not for the people at home. >> not practical. >> no. >> can you imagine calling, i want to go -- all the cash right now, sell it all. >> listen, you've only missed your -- the dow at 6780 and you go 100% stock? you can do that. it's called whip saw. buy high, selling low. >> the last couple of days there was certainly a feeling in the market that we were perhaps on the cusp of this bigger pullback, and the s&p right now is still above 1,500. the dow is only 50 points or so away from the 14,000 level. >> right. >> yet again. it shows you, you need to temper all of these quick decisions that people so want to make. >> things are mixed. today i feel people say the sequester's off. look, i think it's not as
in the u.s. getting a boost from overseas. and lifted by optimism over the italian elections, and prospects for looser japanese monetary policy. >> yeah, that's it. in a nutshell. >> i was wondering what it was when i was driving in this morning. now i know. >> we can end the show now. >> i thought it was the academy awards plus the fact that a lowe's car won in the daytona. but this is much better. it makes me feel more -- i mean, lincoln, you know, daniel day lewis won, that's lincoln. and the fellow that looks like it should say abe in japan. here's what i think is happening, okay? there are a lot of people who came in short after the big breakdown in the middle of the week last week. there was no follow-through with the negativity. instead, there was hewlett-packard, the first-grade interview last week. europe is not falling apart. it's just slow growth. china didn't even produce good numbers overnight. it's still not that bad. i think we're setting into the idea that the sequester is a larry kudrow bit. sa saying it's small and good for the economy. larry's got the bead on this, as he
at the new york stock exchange. the day after we broke a lot of records for the u.s. markets, we're looking at an update for the dow. the s&p looking to give back just a little bit, along with the nasdaq. as for the picture over in europe, some comments from germans chancellor angela merkel about the euro saying between 130 and 140 for the u.s. dollar is normal. those are the comments being focused on this morning. a mixed bag in terms of europe and take a look at the picture in asia. the nikkei, the one to focus on, closing at a 4 1/2-year high in yesterday's session. >> fresh five-years for the s&p and dow, fresh 12 years for the nasdaq, helped in part by a renewed appetite for deal making. >> cracks in the housing picture this morning, january starts to decline 8 1/2%. toll brother earnings sharply miss earnings. >> could demand for the iphone be cooling? fox con pressuring shares this morning. >>> the rally continuing with the dow and s&p having their best day in two weeks. nasdaq closing at 12-year highs. dow less than 130 points from closing at an all-time high. guys, a lot of discuss
client experience." >>> we want to get back to the key housing data this morning. the numbers showing u.s. home prices continued to rise through december of last year. the ten-city composite up 5.9%. the 20-city composite up 6.8%. david blitzer is the chairman of the s&p 500 index committee. david, welcome back. good morning. >> good morning. >> pretty good numbers to close out the year. people still trying to get their arms around how distressed properties are moving some of these prices, especially in key markets. >> that's right. i think the overall picture is very, very strong. the national index, which is up 7.3% for the four quarters, ended with the end of 2012. so really, all across the country things look good. only one city of all 20 was down on the year-over-year basis. >> still, though, i'm told the index is heavily skewed by the share of distressed. that's why atlanta could be down 17%. and now up 10% year-over-year. are these numbers, are they reflective of what's happening with real buyers? >> yes, i think they are reflective of what's actually happening with real buyers. wh
for q 1. also disclosed that u.s. sales picked up last when the tax refund checks started flowing. i think there is light at the end of the tunnel from that comment, particularly when you think about the other tax hurdles that customers are facial and higher gas price. >> what is puzzling, i read the line about the pickup and activity because of the tax refund checks, yes, seeing that pickup in activity in the past week or so but yet they are sticking to the guidance for the current quarter, which is still below wall street consensus estimates. then you add to -- add to that the fact that the past ten ten quarters, nine out of the ten quarters, inventories outpaced sales then a streak of declining flat same store sales numbers and you think back to the walmart when the stock did nothing for ten years r we at that point now, matt? >> i think that's great point about the tax refund activity you why don't we pick up that the rest of the quarter and i think the response to that would be, look, when people were getting those checks in january, they would go out and buy a new tv for the su
's based on a movie called turbo opening in july, and it will debut in december in the u.s. and 40 countries around the world. in addition to this deal for the new original series, dreamworks animations movies starting with those that are coming out this year, will be available, made available to u.s. netflix subscribers. this is a very big deal for netflix as it doubles down on the content in kids' content. paying for premium shows with a big name creator. this is also a win for dreamworks animation, generates an additional revenue stream, should help them balance out their sort of bumpy earnings results. we don't know the financial terms of this deal, but it can't be cheap for netflix. it could cost dreamworks animation hundreds of millions of dollars to create their films. later this morning, melissa, we'll be talking to netflix's top officer, and we'll also bring you everything on cnbc.com. >>> meantime, the president's going to give his annual state of the union address tonight, marking his second opportunity in less than a month to set his agenda for the next term. >> how can
. what was the growth of the economy? >> i will give put disfunction of the u.s. government is planning our demise over the long term unless we can get it together. doesn't mean you shouldn't by the s and p noufrm you probably should. >> thank you for not saying because of the 2040 problem withed me care i will go out there now and short the naz damage. other than apple, you think you can get away with shorting things. am, did you see the release ex1 billion itunes, i got it because i'm men of itunes. i tunes content tops am. why doesn't this get the stock out of the rut? there we go. >> a good day to talk retailers. we said earlier, another setback for jc penney. >> you call that a setback? >> sorry. >> ceo ron johnson, efforts to traps form the company, the department store chain down sharply in the premarket on news of a much wider than expected fourth quarter loss. same-store sales down in the third period. margins weakened. last night on the earnings webcast, johnson acknowledged making big mistakes and says he is overhauling the no discounts pricing strategy unveiled more than a y
influence on what happens here in the u.s. markets. >> there's been that linkage trade that people love to do. the euro gets -- the euro gets weak, but sell everything. i think that the problem, i'm being a little hyperbolic, but let's just face it, that doesn't work as well as when our country, the domestic consumer is not doing well. >> there is the opening bell. and the s&p at the top of your screen. at big board, wall street rocks, nonprofit supporting war heroes and first responders, over at the nasdaq, a provider of cloud and marketing software. we've been over target -- the retail action continues. i wonder if you step in front of the names that are going to be reporting after the beg tonight. >> you know, jcpenney, i think it's an aberration. macy's and sachs, these companies are still not growing. they keep talking about their online business being incredibly strong. they had sandy. people were shut in. did a lot of business online. the overall tone of all these, with the exception of auto zone, who says the last two weeks of the quarter were hurt by delayed federal tax refunds
to fail, the sequester and how he missed the crisis at citi. >>> is it time to say good-bye to the u.s. airways brands? a deal looks close for amr's american to take it over, become the number one brand. does consolidation mean airlines just got more attractive. >>> we start off with the retailers, january report card, macy's posting an 11.7% jump in same-store saturday and raising guidance. stellar results from some of the retailers. >> such a mixed picture. some guys -- kohl's, people decided their clearance is moving the stock up nicely. gap strong happens moved. consistently great job. people talking about urban outfitters doing a great job, doesn't seem like the stocks right now are moving the way you would think they would. i don't know how many people are counting on this particular month -- >> a short month, bleedover from the holidays. the rate of beats, 59% is the strongest since august, which was 86%, thanks to mkm partners. the number of them that have outpaced expectations is pretty big, relative to everything else. >> this is historically the one month i don't care about
Search Results 0 to 18 of about 19

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